AGQ

iOS Universel / Finance

AGQ Consulting – Your Portfolio at a Glance

AGQ Consulting provides a secure, intuitive way to monitor and analyze your financial portfolio. Designed with clarity and convenience in mind, this app gives you real-time visibility into your assets and transactions—helping you stay informed, organized, and confident about your investments.

Key Features
•Unified Dashboard: See a consolidated view of your total assets across personal, company, or IRA accounts, all in one place. Quickly assess balances and year-to-date (YTD) performance at a glance.
•Detailed Analytics: Track your portfolio’s growth over time with interactive charts and graphs. Easily visualize allocations by account type to understand where your assets are concentrated.
•Transaction History: Stay up to date on all account activity, including deposits, withdrawals, and profit entries. Effortlessly filter and sort transactions to find exactly what you need.
•Connected Users: Manage multiple user profiles from a single login. Quickly switch between different family members’ or business entities’ accounts to keep every portfolio in sync.
•Document Management: Access important statements and documents anytime. Receive notifications when new statements are posted and review them at your convenience.
•Robust Security: Protect your personal information with industry-leading security protocols. AGQ Consulting ensures only authorized users have access to sensitive financial data.
•Real-Time Notifications: Get instant alerts about new statements, account updates, or portfolio changes. Customize your notification settings to stay informed about the activities that matter most.

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